Dimensional Fund Advisors
SHOR

Dimensional Fund Advisors’s ShoreTel, Inc. SHOR Stock Holding History

Dimensional Fund Advisors’s Portfolio SHOR Stock Details SHOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,311,253
Closed -$19.2M – 3366
2017
Q2 		$19.2M Buy
3,311,253
+413,754
+14% +$2.54M 0.01% 2051
2017
Q1 		$17.8M Buy
2,897,499
+166,986
+6% +$1.12M 0.01% 2061
2016
Q4 		$19.5M Buy
2,730,513
+410,425
+18% +$2.94M 0.01% 1996
2016
Q3 		$18.6M Buy
2,320,088
+213,700
+10% +$1.67M 0.01% 1972
2016
Q2 		$14.1M Buy
2,106,388
+94,172
+5% +$624K 0.01% 2067
2016
Q1 		$15M Buy
2,012,216
+409,423
+26% +$3.12M 0.01% 2009
2015
Q4 		$14.2M Buy
1,602,793
+232,040
+17% +$2.16M 0.01% 2035
2015
Q3 		$10.2M Buy
1,370,753
+49,474
+4% +$357K 0.01% 2197
2015
Q2 		$8.96M Buy
1,321,279
+455
+0% +$3.16K 0.01% 2321
2015
Q1 		$9.01M Sell
1,320,824
-7,217
-0.5% -$51.6K 0.01% 2288
2014
Q4 		$9.76M Sell
1,328,041
-18,009
-1% -$133K 0.01% 2262
2014
Q3 		$8.95M Sell
1,346,050
-22,343
-2% -$144K 0.01% 2269
2014
Q2 		$8.92M Sell
1,368,393
-8,837
-0.6% -$63.5K 0.01% 2290
2014
Q1 		$11.8M Sell
1,377,230
-7,400
-0.5% -$63.8K 0.01% 2043
2013
Q4 		$12.8M Buy
1,384,630
+117,984
+9% +$890K 0.01% 1965
2013
Q3 		$7.65M Buy
1,266,646
+293,903
+30% +$1.4M 0.01% 2298
2013
Q2 		$3.92M Buy
+972,743
New +$3.77M ﹤0.01% 2587

Other funds holding SHOR

IIM
Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Dimensional Fund Advisors's SHOR Position: Q3 2017 in Review

Dimensional Fund Advisors sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 3,311,253 shares — an estimated $19.2M sold.

Dimensional Fund Advisors first reported a position in SHOR in Q2 2013 and held it in 17 quarters. The position peaked at $19.5M in Q4 2016. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

  • Dimensional Fund Advisors reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
  • Dimensional Fund Advisors sold 3,311,253 ShoreTel, Inc. shares in Q3 2017, an estimated $19.2M.
  • Dimensional Fund Advisors first reported a position in ShoreTel, Inc. in Q2 2013 and held it in 17 quarters.
  • Dimensional Fund Advisors's ShoreTel, Inc. position peaked at $19.5M in Q4 2016.
  • 2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on Dimensional Fund Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.